financial adviser prospecting Archives

Do you have to be Unique to have a strong USP?

by Tony Vidler Spoiler: YOU do NOT have to be unique to have a strong differentiator. People mistakenly believe that they have to find their “uniqueness” in order to be able to articulate their value to the market. But your uniqueness doesn’t really matter in reality. You are one of 7 billion unique […]

One Fast-Track Method To Establishing A Reputation As An Expert

by Tony Vidler Personal reputation is more important than ever before, and not just because more people are googling you before deciding to meet with you. One of the other main reasons your professional reputation matters so much is because it is increasingly a driver of professional referrals. Professional referrals are those where […]

One tactic to make people remember your message…in just another moment…

by Tony Vidler Ever wondered why infomercials or news broadcasts come up with lines like this: “XYZ Corporation closed its doors on customers today leaving 10,000 without the products they had paid for already…more on that shortly.” The “more on that shortly” part creates intrigue of course….but the reason why TV stations do this […]

The "service" bit in your service business just might be the best ROI

by Tony Vidler The standout burning issue for most professional services firms remains attracting and developing new business, and advisers have a lot of distractions. The thing that is often compromised is existing client service as advisers deal with all the change and try to remain commercially viable. Yet, the most valuable investment […]

Showcase your work online if you want customers to choose you

by Tony Vidler There are a number of potential reasons why referrals, or good prospects from any source, decide not to choose to work with an adviser. Some recent research highlights that more often than not it comes down to “we look bad online” though. One of the real areas of opportunity for […]

Nobody Believes Your Advice Can Be Impartial AND Free

by Tony Vidler The problem with “FREE” is nobody believes that whatever you are offering is actually free. It might be free in terms of there being no invoice or obvious price tag, but that doesn’t mean it is “free” does it? Consumers today are alert, have a world of information in their pocket […]

Why have a WHY video, and what should it cover?

by Tony Vidler There sure a variety of opinions on how a “WHY” video should be constructed, and what you should cover in it. For me, most of the stuff you read and hear about how they should be just doesn’t make sense. That’s probably because I keep thinking about it from the perspective of […]

How To Get Buy-In From Clients To Full Advice

by Tony Vidler Clients often want advisers to deal with just one element of financial planning…their current “burning issue” that triggered the need for advice to begin with. Getting them to engage in full advice can be tough and they need to understand what you CAN do for them, and where your knowledge and skills […]

One incredibly powerful (and under-utilised) Adviser marketing tool

by Tony Vidler Without doubt one of the most effective marketing tools a professional can use today as clients demand more and more content which engages them and highlights your expertise is the Case Study. It is one of the more powerful marketing tools for professionals services, and appears to be largely ignored by professionals. […]

Use Video To Improve Your Client Experience & Service

by Tony Vidler The majority of professional service firms do not appear to have really taken advantage of the consumer appetite for video as yet, and it seems they have not done so because it is in the “too hard” basket. Or perhaps because there is a perception that to use video as […]

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